Planning Ahead: A Guide to Protecting Your Clients' Interests in the Event of Your Disability or Death

This handbook was created for attorneys and their staffs to help you fulfill your ethical obligations to protect your clients' interests in the event of your death, disability, impairment, or incapacity. Although it is hard to think about events that could render you unable to continue practicing law, freak accidents, unexpected illness, and untimely death do occur. Following the guidelines in this handbook will help to protect your clients' interests and will help to make your practice a valuable asset that can be sold to benefit you or your estate. In addition, it will simplify the closure of your office—a step your family and colleagues will very much appreciate.

Planning Ahead Handbook

Podcast: Succession Planning For Your Law Firm

Forms you can use

Checklists

• Assisting Attorney's Checklist for Closing Another Attorney's Office
• Checklist for Closing Your IOLTA Account
• Checklist for Closing Your Own Office
• Checklist for Lawyers Planning to Protect Clients' Interests in the Event of the Lawyer's Death, Disability, Impairment, or Incapacity

Forms